HomeMy WebLinkAboutIV.A.2 Dakota County OTB TA Data - Q4 2023Business Description Industry Business Stage Business
Source
City Impacted -
Business
City Impacted -
Resident
Other Cities
Impacted
(Manual)
Summary Comments All assistance Provided Total TA
Hours
Q1 TA
Hours
Q2 TA
Hours
Q3 TA
Hours
Q4 TA
Hours Total Equity
Approved
Outside Financing
Amount
Approved
MCCD
Financing
Amount
Low Wealth
Owned (0 =
No, 1 = Yes)
BIPOC Owned
(0 = No, 1 =
Yes)
Woman
Owned (0 =
No, 1 = Yes)
Asian Grocery Market Food Existing -
Opportunity Municipality Burnsville &
South Saint Paul Woodbury Support on client's loan request & approval
General business issues/guidance;Marketing;Other
Loan Related;Loan Committee;Loan packaging;Loan
Facilitation;Cash Flow Analysis & Projections
61.75 22.25 23 10.5 6 $ 196,391 $ 2,455,472 $ 125,000 0 1 0
Adult Foster Care Health / Fitness Existing -
Opportunity Bank_Referral
Burnsville (1)
Inver Grove
Heights (2),
Apple Valley (1),
Farmington (1),
Crystal (1), &
New Hope (1)
Eagan & Prior
Lake
The client runs a home care service and is
adding a house to provide their adult daycare
service. They are looking for gap financing.
Other Loan Related;Cash Flow Analysis &
Projections;Loan packaging;Loan Committee 25.75 16 9.75 0 0 $ 37,200 $ 297,600 $ 37,200 0 1 0
Property owner and manager Other Start-up Bank Referral Hastings &
Lakeville Lakeville Loan underwriting
Other Loan Related;Cash Flow Analysis &
Projections;Real estate analysis;Loan
Committee;Initial Consultation;Loan packaging
60 57.5 2.5 0 0 $ 46,000 $ 255,000 $ 204,000 0 0 0
Full Service Restaurant Food Existing -
Challenged Municipality Inver Grove
Heights
Inver Grove
Heights
Client is seeking a loan request for 100k for
business relocation and expansion, also for
Legal, Marketing, Accounting, etc.
Loan packaging;Other Loan Related;Loan
Committee;Cash Flow Analysis &
Projections;TAActivity;Initial Consultation;Business
Plan Development;Lease
review/negotiation;Marketing;Networking/referral
s;Operation/logistics;General business
issues/guidance;Licens
112.5 28 35.75 34.25 14.5 $ 129,490 $ 110,000 $ 110,000 0 1 1
Trucking Service Start-up Bank Referral Hastings Hastings Client is considering partnering with an
existing business on an expansion
Close;Other Loan Related;Loan
Committee;Business Plan Development;Loan
packaging;Networking/referrals;TA for Existing
Clients;Financial Management Assistance;Loan
Facilitation;Licensing Assistance;Initial
Consultation;General business issues/guidance
64.75 11 25 28.75 0 $ 16,545 $ 44,450 $ 25,000 1 0 0
Driver Education Service Existing -
Opportunity Internet Apple Valley Other-Other Client looking to establish a drivers
education school
Loan packaging;Marketing;Loan
Facilitation;Networking/referrals;TA for Existing
Clients;Financial Management Assistance;Initial
Consultation;Business Plan Development
24 5.5 14 4.5 0 $ 10,000 $ 3,500 $ - 1 0 1
Restaurant Food Start-up Internet Apple Valley Rosemount Client is seeking a loan for startup financing
Close;Initial Consultation;Cash Flow Analysis &
Projections;Other Loan Related;Loan
Committee;Business Plan Development;Loan
packaging;Lease review/negotiation;Regulatory
assistance;Networking/referrals
59 0 0 0 59 $ 289,236 $ - $ 67,935 0 1 0
Hair braiding Service Existing -
Opportunity
MCCD
Community
Partner
Eagan Eagan Eagan Client seeks to establish hair braiding salon
Loan packaging;Loan Facilitation;Loan
Committee;Other Loan Related;Initial
Consultation;Business Plan Development;Lease
review/negotiation;Regulatory
assistance;Networking/referrals
57 23 32.5 1.5 0 $ 21,000 $ - $ 25,000 1 1 1
Salon Service Start-up Bank Referral Apple Valley Lakeville Client is looking for a small loan to help her
expand her salon business
Loan packaging;Initial Consultation;Strategic
planning 13.5 0 0 0 13.5 $ 5,500 $ - $ 10,000 1 1 1
Restaurant Food Existing -
Opportunity Municipality West Saint Paul Inver Grove
Heights Ongoing support to existing loan client Other Loan Related 0.5 0.5 0 0 0 0 0 1
Towing Service Service Existing -
Opportunity Bank_Referral Minneapolis Rosemount Loan client, loan approved and closed Other Loan Related;General business
issues/guidance 2 2 0 0 0 0 0 0
Food Co-op Retail Existing -
Opportunity Municipality Hastings Northfield Ongoing support to existing client General business issues/guidance;Other Loan
Related;Marketing;TA for Existing Clients 5 3 2 0 0 1 0 0
Restaurant Food Existing -
Opportunity Bank_Referral Eagan Farmington Ongoing support to existing business client TA for Existing Clients 3 0.5 0 1 1.5 0 1 0
Insurance Agency Professional /
Consulting
Existing -
Opportunity Bank_Referral Hastings Hastings Loan client, Cedarton CRE Other Loan Related;Loan packaging;TA for Existing
Clients 19.75 17.25 1 0 1.5 0 1 1
Delivery Pre-start planning Friends or
Family Apple Valley Apple Valley Apple Valley Client is seeking a small startup loan of $60k
and technical advising resources.
Loan packaging;Personal Financial planning;Loan
Facilitation;Initial Consultation;Business Plan
Development;Strategic planning;General business
issues/guidance;Business Registration
24 0 0 24 0 1 1 1
Other Pre-start planning Friends or
Family Apple Valley Shakopee Apple Valley Initial Consultation 0.5 0 0.5 0 0 1 1 1
Dog park & boarding facility Service Pre-start planning Municipality Apple Valley Apple Valley Burnsville Client seeking guidance on establishing a dog
park & boarding facility in Dakota County
Business Plan Development;Loan Facilitation;Initial
Consultation;Regulatory assistance 5 2 0 3 0 0 1 1
Wine Bar and Coffee shop Food Start-up Bank Referral Lakeville Other-Other Burnsville
Client is establishing a wine bar south of the
river, ideally Burnsville. Discussed planning
and projections, and next steps.
Initial Consultation;Business Plan Development 2.5 0 0 2.5 0 0 0 0
wood fabrication Construction / Real
Estate Pre-start planning Friends_and_F
amily Eagan Eagan Hastings Assistance provided to client on next steps
with woodworking business Regulatory assistance 1.5 1.5 0 0 0 0 0 0
Car detailing Other Existing -
Opportunity Municipality Lakeville Burnsville Lakeville Client is looking to buy land to build a
carwash & car detailing business in Lakeville
Business Plan Development;Loan
packaging;Networking/referrals;Financial
Management Assistance;Record
keeping/bookkeeping;Initial Consultation;Cash
Flow Analysis & Projections;Loan Facilitation
24 0 0 8.5 15.5 0 1 0
Coffee Shop Retail Pre-start planning Municipality Apple Valley Farmington Lakeville Ongoing assistance for client as they prepare
to launch new cafe business
Real estate analysis;Networking/referrals;General
business issues/guidance;TA for Existing
Clients;Strategic planning;Other Loan
Related;Business Plan Development;Loan
Facilitation
12.75 3 9 0 0.75 1 1 1
extended stay hotel business Service Pre-start planning Municipality Lakeville Lakeville Lakeville
Client is exploring development
opportunities and incentives in Dakota
County
Initial Consultation;Strategic
planning;Networking/referrals 5 0 0 5 0 0 1 1
Pre-start planning Internet Lakeville Lakeville Lakeville Initial Consultation 2 0 0 2 0 0 1 0
Kids Store Retail Start-up Friends or
Family Woodbury Woodbury Other Dakota
County
Client operates online business looking to
expand to a brick and mortar warehouse
Cash Flow Analysis & Projections;Loan
Facilitation;Record keeping/bookkeeping;Financial
Management Assistance;Business Plan
Development;Other Loan Related
15 6.5 3 0 5.5 1 1 1
Food Pre-start planning
MCCD
Community
Partner
Rosemount Apple Valley Rosemount Client is working to start a new food business
in the city of Rosemount
Record keeping/bookkeeping;Financial
Management Assistance;Initial
Consultation;Business Plan
Development;Networking/referrals;General
business issues/guidance
19 0 4.5 4 10.5 0 1 0
simulated baseball softball batting cage Service Pre-start planning
Other
Entrepreneur
Referral
White Bear Lake West Saint Paul White Bear
Lake
The client is looking for the facility either in
White Bear Lake or Oakville. He is wanting to
set up a simulated baseball softball batting
cage
Business Plan Development;Financial Management
Assistance;Other Loan Related;General business
issues/guidance;Initial Consultation;Cash Flow
Analysis & Projections
19.5 6 8.5 1.5 3.5 1 0 0
Crystal, rock, and fossil sales Retail Start-up Internet Apple Valley Apple Valley Client is looking to grow her startup business
Initial Consultation;Business Plan
Development;Regulatory assistance;General
business issues/guidance
1.5 1.5 0 0 0 0 0 1
cleaning business Service Pre-start planning
MCCD
Community
Partner
Apple Valley Apple Valley Client is seeking guidance on starting a
cleaning business
General business issues/guidance;Initial
Consultation;Business Plan Development;Business
Registration;Licensing Assistance
5 0 3.5 1.5 0 1 1 0
Environmental consulting Professional /
Consulting Pre-start planning Municipality Apple Valley Apple Valley
Client is seeking fundraising and resources
related to an environmental consulting
project
Initial Consultation;General business
issues/guidance;Financial Management Assistance 1.5 0 1.5 0 0 0 0 1
Distribution Wholesale /
Distribution
Existing -
Challenged Internet Apple Valley Apple Valley Existing business is seeking assistance to help
business grow, government contracts
Initial Consultation;General business
issues/guidance 2 0 0 2 0 1 1 0
Cottage food and woodworking Other Start-up Internet Apple Valley Apple Valley Client is starting a new business and needs
guidance on next steps
Initial Consultation;Business Plan
Development;Networking/referrals 1.5 0 0 1.5 0 0 0 1
Non Medical Services Health / Fitness Start-up Internet Apple Valley Apple Valley General business inquiry
Initial Consultation;Record
keeping/bookkeeping;Marketing;Networking/refer
rals;General business issues/guidance
1.75 0 0 1.75 0 1 1 1
Online / Offline Retail Retail Existing -
Opportunity Bank Referral Apple Valley Apple Valley Client is looking to grow his business and
seeks help scaling up
Initial Consultation;Business Plan
Development;Networking/referrals;General
business issues/guidance;Loan Facilitation
1.5 0 0 1.5 0 1 1 0
Mattress Retail Start-up Municipality Bloomington Apple Valley
Seeking assistance with Marketing and also
accounting also some guidance with startup
business
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Networking/referrals;General business
issues/guidance
3 0 0 3 0 0 0 0
Wood Finishing Construction / Real
Estate
Existing -
Opportunity Entrepreneur Burnsville Apple Valley
Check in with an existing loan client.
Received a request and approved lowering
the monthly pmt, with an extension of the
mat date.
TA for Existing Clients;Other Loan Related 1.5 0 0 0 1.5 0 1 0
Homecare Health / Fitness Start-up Internet Coon Rapids Apple Valley
Assist educated professional who is a starting
business with state, county, and city
regulations, purchase of a property, funding,
HCBS homecare grant program, and staffing.
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Personal Financial planning;Lease
review/negotiation;Real estate analysis;Regulatory
assistance;Business purchase
evaluation;Marketing;Strategic
planning;Networking/referrals
5.25 0 0 5.25 0 1 1 1
Martial Arts Studio Health / Fitness Start-up Municipality Lakeville Apple Valley General business consulting,
permit/zoning/licensing guidance Licensing Assistance 1.25 1.25 0 0 0 0 1 0
Towing Service Pre-start planning Municipality Other-Other Apple Valley Assistance with startup formation, credit
concerns, and referrals
Initial Consultation;Business Plan
Development;General business issues/guidance 2 0 0 0 2 1 0 0
landscape/lawncare/Snowremoval/cleaning Service Existing -
Opportunity
Other
Entrepreneur
Referral
Apple Valley Bloomington Client has an existing business and seeks
help with marketing & advertising.
Initial
Consultation;Marketing;Networking/referrals;Gene
ral business issues/guidance
4 0 0 0 4 0 1 0
Barber Service Existing -
Challenged
Friends or
Family Burnsville Bloomington Client seeking assistance with Accounting,
Marketing, Loan request
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Loan packaging;Lease
review/negotiation;Networking/referrals;Licensing
Assistance
5 0 0 0 5 1 1 0
Autism Clinic Professional /
Consulting
Existing -
Opportunity Bank_Referral Burnsville Burnsville Existing business is looking to expand and is
seeking financing
Networking/referrals;General business
issues/guidance;Other Loan Related;Cash Flow
Analysis & Projections;Loan Facilitation;Real estate
analysis;Marketing;TA for Existing Clients
30.5 0 1 18.5 11 1 1 1
Builder Construction Start-up Friends or
Family Burnsville Burnsville Client is considering a new business start,
discussed steps and planning Initial Consultation;Business Plan Development 6.5 6.5 0 0 0 1 0 1
Fitness recovery / Spa Health / Fitness Pre-start planning
Other
Entrepreneur
Referral
Burnsville Burnsville Client is looking to establish a new business
with questions on how to get started
TA for Existing Clients;Initial Consultation;Business
Plan Development;Licensing Assistance 3.5 2 1.5 0 0 0 0 0
Dress Shop Retail Existing -
Challenged
MCCD
Community
Partner
Burnsville Burnsville Client is in the process of starting a dress
boutique in Burnsville.
Business Plan Development;Loan packaging;Lease
review/negotiation;General business
issues/guidance;Other Loan Related;Initial
Consultation;Financial Management
Assistance;Loan Facilitation
26.5 0 2.5 6.5 17.5 1 1 1
Mechanic Shop Service Pre-start planning Municipality Burnsville Burnsville
Client is seeking space for a mechanic shop,
relocating from Ham Lake. Discussed
resources, loan application steps, and real
estate listings
Initial Consultation;Loan packaging;Real estate
analysis 1.5 0 1.5 0 0 1 1 0
Service Pre-start planning Municipality Burnsville Burnsville
Client is in the trucking / transportation
business currently and looking to establish a
mobility transportation business.
Initial Consultation;Business Plan
Development;Business Registration 1.5 0 1.5 0 0 1 1 0
Wellness and Recovery clCenter Health / Fitness Start-up Municipality Burnsville Burnsville
Client has an existing wellness that is
struggling to ramp up and establish a client
base.
Initial Consultation;Marketing;General business
issues/guidance 2 0 0 2 0 1 0 1
Online Digital Downloads Other Existing -
Challenged Internet Burnsville Burnsville Client is starting a how-to business and is
seeking support with initial steps
Initial Consultation;Business Plan
Development;General business issues/guidance 1.5 0 0 1.5 0 0 0 1
CBD Edibles Retail Start-up
MCCD
Community
Partner/Memb
er Org
Burnsville Burnsville
Client seeking a loan request for his Startup
business looking for 80k and also legal,
marketing, accounting.
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Marketing;Networking/referrals;Operat
ion/logistics;General business
issues/guidance;Licensing Assistance
20 0 0 20 0 0 1 0
Pre-start planning
Other
Entrepreneur
Referral
Burnsville Burnsville Client had an existing family business on Lake
Street and looking to re-open in Burnsville
Initial Consultation;Business Plan
Development;Financial Management Assistance 2 0 0 2 0 1 1 1
Pre-start planning Friends or
Family Burnsville Burnsville General business inquiry General business issues/guidance 1.75 0 0 0.5 1.25 0 1 0
Residential home care Health / Fitness Pre-start planning Friends or
Family Burnsville Burnsville
Client is looking to establish a new nursing
home business, considering cooperative
ownership / DHS grant
Initial Consultation;Business Plan Development 1.5 0 0 0 1.5 0 1 1
Face Painting Service Start-up Friends or
Family Burnsville Burnsville
Client is seeking to formalize a side business
she has been doing. Looking for guidance on
business planning and set up steps .
Initial Consultation;Business Plan
Development;Business Registration 2.5 0 0 0 2.5 1 1 1
Retail Jewerly Retail Start-up
MCCD
Community
Partner/Memb
er Org
Eden Prairie Burnsville client seeking a loan request for her startup
jewelry kiosk in Eden Prairie Asian Mall
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Lease
review/negotiation;Marketing;Networking/referral
s;General business issues/guidance
3 3 0 0 0 0 1 1
Food Pre-start planning Other Minneapolis Burnsville Client is working on business plan for new
startup cafe
Business Plan
Development;Networking/referrals;TA for Existing
Clients;Initial Consultation
5 0 5 0 0 0 0 1
Pre-start planning Municipality Saint Louis Park Burnsville
Client seeking startup funding and also
guidance with MN registration, Licensing,
Permits, and Legal.
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Marketing;Networking/referrals;Operat
ion/logistics;General business
issues/guidance;Licensing Assistance
4 0 0 0 4 1 1 1
TBD Pre-start planning
MCCD
Community
Partner
Bloomington Eagan Client is searching for a business to buy Initial Consultation;Business purchase
evaluation;Loan Facilitation 1.5 0 0 1.5 0 1 1 0
resale vintage toy shop Retail Existing -
Opportunity
Friends_and_F
amily Eagan Eagan
Existing client reengaged OTB for support
with his toy business. Ongoing support
provided to help his restructure his business
to be more profitable and fulfilling.
TA for Existing Clients;Business Plan
Development;Networking/referrals;Financial
Management Assistance;Marketing;Strategic
planning
33.5 5 9 12 7.5 1 1 0
global logistical and paralegal services Service Existing -
Challenged Other Eagan Eagan Continued support to existing client working
to strengthen his logistics business
Networking/referrals;General business
issues/guidance;TA for Existing Clients 1.5 1.5 0 0 0 1 1 0
entertainment venue Other Pre-start planning Internet Eagan Eagan Assistance provided to help client establish
his new business
Initial Consultation;Business Plan
Development;Networking/referrals 6.5 6.5 0 0 0 0 0 0
Automotive exporting Other Pre-start planning Friends or
Family Eagan Eagan
Existing business owner seeks to formally
establish her business. Legal and regulatory
questions, and business planning assistance
provided.
Initial Consultation;Business Plan
Development;General business
issues/guidance;Business Registration;Licensing
Assistance
3 3 0 0 0 1 1 1
Jewelry Retail Start-up Internet Eagan Eagan
Existing business owner is looking to restart /
refocus her jewelry business, seeks store
placements and advising on scaling up
Initial Consultation;Networking/referrals;General
business issues/guidance;Financial Management
Assistance;Record keeping/bookkeeping
4 2.5 1.5 0 0 0 0 1
Management Consulting Professional /
Consulting
Existing -
Opportunity
Friends or
Family Eagan Eagan Recently unemployed professional seeks to
establish management consulting business
Initial Consultation;Business Plan
Development;Business Registration 5.75 0 5.75 0 0 0 0 1
Bakery Food Existing -
Challenged Internet Eagan Eagan
Existing business is relocation from St Louis
Park to Eagan. Assistance provided to
navigate the move, next steps, funding, and
planning.
Initial Consultation;Business Plan
Development;Lease review/negotiation;General
business issues/guidance;Licensing
Assistance;Networking/referrals;TA for Existing
Clients
4 3 1 0 0 0 1 0
Mobility Transportation Service Start-up Friends or
Family Eagan Eagan
Client is currently a transport driver and is
looking to establish his own mobility
transport business
Business Plan Development;Loan
packaging;Regulatory assistance;Strategic
planning;Networking/referrals;TA for Existing
Clients
26.5 0 11.5 15 0 1 1 0
microgreens cultivation Wholesale /
Distribution Pre-start planning Other Eagan Eagan
Client has a number of business ideas and
will start with a small production of
microgreens in his home
Initial Consultation;Business Plan
Development;Loan Facilitation 1.5 0 1.5 0 0 1 0 0
hair salon Service Pre-start planning Internet Eagan Eagan
Client is looking to expand her business and
become more organized, bookkeeping
assistance
0 0 0 0 0 1 1 1
Food Pre-start planning Internet Eagan Eagan Client is interested in opening a coffee shop
/ cafe with a small food menu
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Lease review/negotiation;Business
Registration
3.5 0 3.5 0 0 0 0 1
Cat merchandise Retail Pre-start planning Internet Eagan Eagan Client has been selling via an Etsy store and
wants to make her business official
Initial Consultation;Business Plan
Development;Business Registration 1.5 0 0 1.5 0 0 0 1
organization growth Service Start-up Bank Referral Eagan Eagan
Client has a few businesses he is working on
and needs assistance with next steps &
interconnectedness
Initial Consultation;Business Plan
Development;Networking/referrals;Business
Registration
2.5 0 0 2.5 0 0 1 0
AI software development Technology Start-up Bank Referral Eagan Eagan Client seeking bridge loan for startup
expenses Initial Consultation;Loan Facilitation 1 0 0 1 0 1 0 0
Personal Chef Pre-start planning Municipality Eagan Eagan Client is looking to open a cafe and expand
her existing food business
Business Plan Development;Lease
review/negotiation;Initial Consultation;Cash Flow
Analysis & Projections;Loan Facilitation
4 0 0 1.5 2.5 0 1 1
Refrigeration equipment cleaning service Service Start-up Municipality Eagan Eagan Advice for new business start-up
Financial Management Assistance;Licensing
Assistance;Business Plan
Development;Networking/referrals;Business
Registration
3.5 0 0 0 3.5 0 0 0
Axe throwing Venue Other Existing -
Opportunity Bank Referral Inver Grove
Heights Eagan
Client is seeking to expand his business and
needs help with fundamentals, planning, and
financial projections
Initial Consultation;Business Plan
Development;General business
issues/guidance;Loan Facilitation
2 0 0 2 0 0 0 0
Psychiatric Nurse Practitioner Health / Fitness Start-up Other Lakeville Eagan Client is seeking legal advice for her clinic
business TA for Existing Clients 1.5 0 1.5 0 0 0 1 1
Medical spa Health / Fitness Start-up Friends or
Family Woodbury Eagan
The client is looking for help with
bookkeeping and budgeting for her skincare
business.
General business issues/guidance;Financial
Management Assistance 2 2 0 0 0 0 0 1
LED lighting Manufacturer Manufacturing Client Inquiry Web Apple Valley Eden Prairie Client is seeking financing and capital for his
technology business Initial Consultation 1 1 0 0 0 0 0 0
Online delivery Food Existing -
Challenged
Other
Entrepreneur
Referral
Saint Louis Park Edina Client is seeking assistance for accounting,
Biz plan development, social media etc.
Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Lease
review/negotiation;Marketing;Networking/referral
s;Operation/logistics;General business
issues/guidance
3 0 3 0 0 0 1 0
Event planning & event decor business Service Pre-start planning Municipality Apple Valley Farmington
Client is looking to establish her event
planning business and event space. Seeking
guidance with planning and financing.
Business Plan Development;Lease
review/negotiation;Networking/referrals;Financial
Management Assistance;Loan Facilitation
5 0 0 5 0 0 1 1
Home care Other Existing -
Opportunity
Other
Entrepreneur
Referral
Eagan Farmington Client has an existing healthcare business
looking to ramp up and add employees
Financial Management Assistance;TA for Existing
Clients;Initial Consultation;Record
keeping/bookkeeping;General business
issues/guidance;Loan Facilitation
9 0 0 8 1 1 1 0
Cleaning business Service Existing -
Opportunity Municipality Farmington Farmington Client is seeking additional support and a
loan for her cleaning business
TA for Existing Clients;Networking/referrals;Cash
Flow Analysis & Projections;General business
issues/guidance;Loan Facilitation;Tax Advice &
Assistance;Financial Management Assistance
11.75 0 9 2 0.75 1 1 1
Art studio Retail Existing -
Challenged Web Farmington Farmington Existing client seeks advising on business
concerns & record keeping
TA for Existing Clients;Record
keeping/bookkeeping;General business
issues/guidance;Financial Management Assistance
6 5.5 0 0.5 0 0 0 0
Grocery & spice market Retail Pre-start planning Web Farmington Farmington Client continues to work on business plan for
grocery store
TA for Existing Clients;Business Plan
Development;Regulatory assistance;Zoning
Assistance;Strategic
planning;Networking/referrals;General business
issues/guidance
21.5 14 7 0.5 0 0 1 0
Aquatics retail Retail Existing -
Opportunity
Friends_and_F
amily Farmington Farmington Client is seeking financing for business
expansion Initial Consultation;Loan packaging 0.5 0.5 0 0 0 0 1 1
Leadership Coach Professional /
Consulting Client Inquiry Municipality Farmington Farmington Webinar Attendee Marketing 1 1 0 0 0 0 0 0
Marketing & Graphic Design Professional /
Consulting
Existing -
Opportunity Municipality Farmington Farmington Webinar attendee Marketing 1 1 0 0 0 0 0 0
House painter Service Existing -
Opportunity Municipality Farmington Farmington Webinar attendee Marketing 1 1 0 0 0 0 0 0
Dogcare,Boarding,grooming,training,daycare,
and retail Other Existing -
Opportunity Municipality Farmington Farmington Client owns a successful dog boarding facility
and is considering an expansion.
Initial Consultation;Business Plan
Development;Record
keeping/bookkeeping;Networking/referrals;Financi
al Management Assistance
2.5 0 2.5 0 0 1 0 1
Health / Fitness Pre-start planning Internet Farmington Farmington client is looking to start an energy healing
business with a retail component
Initial Consultation;Business Plan
Development;Networking/referrals;Business
Registration
2 0 2 0 0 1 0 1
distribution Wholesale /
Distribution
Existing -
Opportunity Municipality Farmington Farmington
Client seeks guidance on business expansion,
commercial real estate acquisition, and
professional referrals
Initial Consultation;Real estate analysis;General
business issues/guidance;Loan Facilitation 1.5 0 0 1.5 0 0 1 0
Pre-start planning Internet Farmington Farmington
Client is considering purchasing an existing
business, looking for assistance sorting
through the options and next steps.
Initial Consultation;Business purchase evaluation 1.5 0 0 0 1.5 0 0 0
doggy daycare Service Pre-start planning Internet Lakeville Farmington Client is looking to start a doggy daycare
business in Lakeville or Farmington area Initial Consultation;Business Plan Development 1.5 0 1.5 0 0 1 1 1
Home based Wellness, Pilates, Ayurveda Health / Fitness Existing -
Challenged Municipality Hastings Hastings General business issues/guidance;TA for Existing
Clients 3.5 0 1.5 0 2 1 0 1
Coffee Shop Food Existing -
Opportunity Entrepreneur Hastings Hastings Existing client seeks financing TA for Existing Clients;Loan Facilitation 3 1.5 1 0.5 0 1 0 1
Event Space Service Start-up Municipality Hastings Hastings
Client recently purchased a building
downtown and is looking to open an events
space business.
Cash Flow Analysis & Projections;Record
keeping/bookkeeping;Operation/logistics;Business
Plan Development;Networking/referrals;Business
Registration
10 0 3 7 0 1 0 1
Nutritionist Professional /
Consulting
Existing -
Opportunity Municipality Hastings Hastings Webinar attendee Marketing 1 1 0 0 0 0 0 0
Penny press Retail Existing -
Opportunity
Friends or
Family Hastings Hastings
Client is starting a new vending / Penny Press
business, assistance on legal formation,
contracts, and networking
Initial Consultation;Business Plan
Development;Networking/referrals;Business
Registration
2.5 0 2.5 0 0 0 0 0
Game Store Retail Start-up Municipality Hastings Hastings
Client is looking to rethink his business ideas,
discussed ways to get started and provided
resources for next steps.
Initial Consultation;Business Plan
Development;Networking/referrals 2 0 2 0 0 1 0 0
Boat service Service Start-up Internet Hastings Hastings
Client is establishing a repair business for
marine equipment, discussed business
planning, projections, and provided
resources
Initial Consultation;Business Plan
Development;Financial Management Assistance 1.5 0 0 1.5 0 0 0 0
Resturant Food Existing -
Challenged Internet Hastings Hastings Existing business is experiencing challenges
in a few areas
Initial Consultation;General business
issues/guidance;Financial Management Assistance 2 0 0 0 2 1 1 1
dog grooming Pre-start planning Internet Hastings Hastings
Client is looking to establish a dog grooming
business in Hastings/Farmington/Hampton
area. Looking for help with business
planning.
Business Plan Development 1.5 0 0 0 1.5 0 0 0
Dessert Vendor Food Existing -
Challenged Other Inver Grove
Heights
Inver Grove
Heights Ongoing support to existing client Record keeping/bookkeeping;Marketing 1.5 1.25 0.25 0 0 0 1 1
athlete concierge service Service Existing -
Opportunity Other Inver Grove
Heights
Inver Grove
Heights
Client is picking back up with her new
business plans and is seeking assistance with
business planning
Business Plan Development;Business
Registration;Financial Management Assistance 3 3 0 0 0 0 0 1
Indoor dog park Retail Pre-start planning Municipality Inver Grove
Heights
Inver Grove
Heights
Client is seeking assistance and referrals for
her startup mediation business
Initial Consultation;Business Plan
Development;Networking/referrals 3 3 0 0 0 1 0 1
Retail Candy Store Retail Start-up
MCCD
Community
Partner/Memb
er Org
Inver Grove
Heights
Inver Grove
Heights
Assisted with a startup loan will continue
business guidance and financials reviews
Other Loan Related;TA for Existing
Clients;TAActivity;Marketing;Networking/referrals;
General business issues/guidance;Financial
Management Assistance
41.5 30 10 0 1.5 0 1 0
Event Center and Health and Wellness Service Start-up
MCCD
Community
Partner
Inver Grove
Heights
Inver Grove
Heights
Client with an existing event planning
business seeks to expand to a storefront
event space / rental space with planning
services.
Business Plan
Development;Networking/referrals;TA for Existing
Clients;Licensing Assistance;Initial
Consultation;General business
issues/guidance;Record keeping/bookkeeping
8 2.5 5.5 0 0 1 1 1
dog boutique Retail Existing -
Challenged
MCCD Staff
Member
Inver Grove
Heights
Inver Grove
Heights
Existing business seeks advice on setting a
good foundation and establishing sound
business practices
Tax Advice & Assistance;Financial Management
Assistance;Initial
Consultation;Networking/referrals;Business
Registration
3 0 0 0 3 0 0 1
General freight/Transportation, Logistics Other Existing -
Challenged Bank Referral Inver Grove
Heights
Inver Grove
Heights
Client's existing business is challenged by
shrinking contracts & labor issues. Seeking
help with navigation and possibly financing.
Initial Consultation;General business
issues/guidance;Financial Management
Assistance;Loan Facilitation
1 0 0 0 1 0 0 0
Sales Consulting Service Existing -
Opportunity Other West Saint Paul Inver Grove
Heights
Business professional looking to establish
sales consulting business. Discussed business
strategies, marketing, and next steps.
Initial Consultation;Business Plan
Development;Networking/referrals;Record
keeping/bookkeeping;Financial Management
Assistance
5 2 3 0 0 1 1 1
restaurant Food Start-up Bank Referral Apple Valley Lakeville Business seeks loan for marketing expenses Marketing;Loan Facilitation 3 0 0 0 3 0 1 0
restaurant Food Start-up Bank Referral Apple Valley Lakeville Business is seeking loan for marketing
expenses Initial Consultation;Loan Facilitation 2 0 0 0 2 0 1 0
restaurant Food Start-up Bank Referral Apple Valley Lakeville Business seeks loan for marketing expenses Marketing;Loan Facilitation 2 0 0 0 2 0 1 0
restaurant Food Start-up Bank Referral Apple Valley Lakeville
Business is seeking assistance with
marketing, bookkeeping and a loan for
marketing expenses.
Record keeping/bookkeeping;Financial
Management Assistance;Initial
Consultation;Business Plan Development;Loan
packaging;Networking/referrals;Franchise
evaluation
21 0 0 0 21 0 1 0
Beauty Supply Retail Existing -
Opportunity Municipality Burnsville Lakeville
Client is in the process of expanding her
business. Advising provided on next steps,
funding, and planning for growth.
Networking/referrals;Other Loan Related;Record
keeping/bookkeeping;Financial Management
Assistance;Cash Flow Analysis & Projections;Lease
review/negotiation;Marketing;General business
issues/guidance
21 15.5 5 0.5 0 1 1 1
Long haul freight semi trucks Other Existing -
Opportunity Other Burnsville Lakeville Client is working on business expansion,
looking for info on loan products Initial Consultation 0.5 0 0.5 0 0 0 1 1
Residential home healthcare Health / Fitness Pre-start planning Internet Edina Lakeville
Client is in the early stages of creating a
residential home care business with his sister
who currently works in the industry.
Initial Consultation;Business Plan
Development;Networking/referrals 1.5 0 0 0 1.5 0 0 0
Food Pre-start planning
MCCD
Community
Partner
Farmington Lakeville Assistance to client who is opening a new
Cafe space.
Initial Consultation;Business Plan
Development;Networking/referrals 1.5 0 1.5 0 0 0 0 1
Art Studio Service Client Inquiry
MCCD
Community
Partner/Memb
er Org
Lakeville Lakeville Existing business is looking for assistance
with financial management and cashflow
Initial Consultation;General business
issues/guidance;Financial Management Assistance 1 0 0 1 0 0 0 1
Used car sales Retail Client Inquiry Municipality Lakeville Lakeville Existing client seeking assistance with
business idea Business Plan Development;Networking/referrals 1 1 0 0 0 1 0 0
wholesale online merchant Manufacturing Existing -
Opportunity Web Lakeville Lakeville Client decided to close her business, advising
provided on tax implications
Record keeping/bookkeeping;Regulatory
assistance;General business issues/guidance 1.5 1.5 0 0 0 0 1 1
Brewery, Bar, Restaurant Food Pre-start planning Friends_and_F
amily Lakeville Lakeville Cash flow projection, budget, wages, break
even point Operation/logistics 0.25 0.25 0 0 0 0 0 0
Brewery Food Pre-start planning Bank_Referral Burnsville Lakeville
Client is working to open a brewery in
Burnsville and is seeking guidance on funding
and budgeting
General business issues/guidance;Financial
Management Assistance 2 0 0 2 0 0 1 0
summer camp Other Pre-start planning
MCCD
Community
Partner
Lakeville Lakeville Longtime teacher seeks to establish a
summer camp for her community.
Initial Consultation;Business Plan
Development;Record keeping/bookkeeping 1.5 1.5 0 0 0 0 0 1
Childcare & Social Network Service Start-up Internet Lakeville Lakeville Client seeks advising for startup child care
app business
Record keeping/bookkeeping;Initial
Consultation;Business Plan Development;General
business issues/guidance
5 5 0 0 0 0 0 1
Dog Grooming Service Pre-start planning Internet Lakeville Lakeville
Client seeks to establish dog grooming
business in her basement. Discussed start up
steps and facilitated connection with the city
to discuss feasibility.
Business Plan Development;Business Registration 2 2 0 0 0 1 1 1
Dining concept with food trucks Food Pre-start planning Internet Lakeville Lakeville
Client is interested in exploring a new
concept for a help-your-self food and
beverage space
Initial Consultation;Business Plan
Development;Business Registration;Licensing
Assistance
1 0 1 0 0 0 0 1
Indian restaurant Food Pre-start planning Friends or
Family Lakeville Lakeville Client has existing business and is looking to
expand into Lakeville Business Plan Development;Initial Consultation 2 0 0 0.5 1.5 0 0 0
Health & Life insurance Professional /
Consulting Start-up Internet Lakeville Lakeville new business seeking support to get
established
Initial Consultation;Business Plan
Development;Financial Management Assistance 1.5 0 0 0 1.5 1 0 0
Property Management Construction / Real
Estate
Existing -
Opportunity Internet Lakeville Lakeville
Client is looking to establish a 3D printed
house business, seeks assistance with
financing.
Initial Consultation;Networking/referrals;Loan
Facilitation 3 0 0 0 3 0 0 1
Mental Health Provider Professional /
Consulting Start-up Other Lakeville Lakeville
Client recently lost her job at a heath care
practice and started her own independent
practice. Assistance provided on initial
startup, bookkeeping, website development.
Initial
Consultation;Marketing;Networking/referrals;Gene
ral business issues/guidance
2.5 0 0 0 2.5 1 0 1
Childcare Other Start-up Other Rosemount Lakeville
Client just opened a new childcare business
in Rosemount. Looking for support with her
expansion.
Initial Consultation;Cash Flow Analysis &
Projections;General business issues/guidance 9.5 0 0 0.5 9 1 0 1
Event space Pre-start planning Other South Saint Paul Maplewood
Entrepreneur is looking for assistance with
financing and business planning for new
event space
Initial Consultation;Business Plan
Development;Loan Facilitation 5.5 0 0 0 5.5 0 1 0
martial arts instruction and fitness Health / Fitness Existing -
Opportunity Municipality Mendota Heights Mendota
Heights Support for existing client Other Loan Related;TA for Existing Clients 1.5 1 0 0.5 0 1 0 0
Cosmetic tattoo Other Existing -
Challenged Internet Burnsville Minneapolis
The client is relocating her business from
Burnsville to Stillwater and is requesting
startup financing from MCCD.
Loan packaging;General business
issues/guidance;Relocation Assistance 14 0 0 0 14 1 0 0
insurance agency Professional /
Consulting
Existing -
Opportunity Municipality Farmington Rosemount Existing business seeks help with expansion
and search for new location
Real estate
analysis;Networking/referrals;Regulatory
assistance
3.5 1.5 2 0 0 0 0 1
halal beauty Retail Existing -
Opportunity Municipality Rosemount Rosemount Business Plan Development;TA for Existing
Clients;Licensing Assistance 4.5 0 2 2.5 0 0 1 1
Real Estate Sales Construction / Real
Estate
Existing -
Challenged Municipality Rosemount Rosemount Client is seeking funding for his commercial
real estate space Financial Management Assistance 0.75 0 0 0.75 0 0 0 0
Fitness Franchise Health / Fitness Pre-start planning Bank_Referral Rosemount Rosemount Client's project is nearing completion and
they are seeking support for final stages TA for Existing Clients 0.5 0 0 0.5 0 0 0 0
technology Technology Existing -
Opportunity
Friends_and_F
amily Rosemount Rosemount
Client is pivoting his business plan to a more
niche type of data analysis, seeking
assistance on pitch, outreach, and next steps.
Business Plan
Development;Marketing;Networking/referrals 2 0 2 0 0 0 1 0
Event rental spaces Retail Pre-start planning Bank_Referral Rosemount Rosemount Ongoing assistance provided to client to
support business start up
Business Plan
Development;Networking/referrals;Loan
Facilitation
4.5 4.5 0 0 0 0 1 0
Clothing Boutique Retail Existing -
Opportunity Municipality Rosemount Rosemount New business opened last fall, providing
ongoing support Networking/referrals;TA for Existing Clients 2.5 2.5 0 0 0 0 0 1
home healthcare services Health / Fitness Pre-start planning Other Rosemount Rosemount
Client has switched gears from considering a
restaurant startup to looking at a home
healthcare business where she will provide
home-cooked food.
Business Plan Development;Networking/referrals 4 3 1 0 0 1 1 1
Ecommerce Other Existing -
Challenged Municipality Rosemount Rosemount business seeking working capital loan Initial Consultation;General business
issues/guidance;Other Loan Related 1 1 0 0 0 0 1 0
Genealogy Pre-start planning Municipality Rosemount Rosemount startup business looking for advice on initial
steps Initial Consultation;Business Plan Development 1.5 0 0 0 1.5 0 0 1
Digital Marketing Technology Start-up Internet Rosemount Rosemount New business seeks resources for starting up,
business plan development, legal assistance
Record keeping/bookkeeping;Tax Advice &
Assistance;Initial Consultation;Business Plan
Development;Networking/referrals;Financial
Management Assistance
5.5 0 0 0 5.5 0 0 0
Wigs and Gifts Shop Retail Existing -
Opportunity Other Saint Paul Saint Paul
Existing business owner seeking assistance to
scale up, bring on an employee, and gain
efficiencies
Initial Consultation;Record
keeping/bookkeeping;General business
issues/guidance;Financial Management Assistance
1.5 1.5 0 0 0 0 1 1
Nail Salon Service Start-up Friends or
Family West Saint Paul Saint Paul Business acquisition; site visit; general
business
General business issues/guidance;Business
purchase evaluation;Tax Advice & Assistance;Loan
Facilitation
7.5 6.25 1.25 0 0 1 1 1
child care facility Service Existing -
Opportunity Web Inver Grove
Heights South Saint Paul Ongoing support to existing client Marketing;Networking/referrals 2 1 1 0 0 0 1 1
CNA Training Professional /
Consulting Start-up Web North Saint Paul South Saint Paul Ongoing assistance to existing client, grant
opportunities Networking/referrals;TA for Existing Clients 1 1 0 0 0 0 1 1
HVAC Service Pre-start planning Municipality Saint Paul South Saint Paul Existing client looking to start a new business
& dissolve existing partnership
Business Plan
Development;Networking/referrals;General
business issues/guidance
2 2 0 0 0 0 0 0
Cafe & Music Venue Food Pre-start planning Internet South Saint Paul South Saint Paul Client is looking r start a coffee house &
music / event space Initial Consultation;Business Plan Development 1.5 0 1.5 0 0 1 0 1
Coffee shop & cafe Service Pre-start planning Municipality South Saint Paul South Saint Paul
Client is in the process of buying a coffee
shop, seeking advice on operations, business
plan, next steps
Initial Consultation;Business Plan
Development;Operation/logistics;Loan
Facilitation;Other Loan Related
3 0 3 0 0 0 0 0
Pre-start planning Other South Saint Paul South Saint Paul Client is looking to start a new consulting
business
Business Plan Development;Record
keeping/bookkeeping;Financial Management
Assistance;Initial
Consultation;Networking/referrals
7 0 0 6.5 0.5 1 1 1
Skate park Pre-start planning Municipality South Saint Paul South Saint Paul
Client seeks to develop a skate park near
their home. Have general questions on steps
to get started and funding opportunities
Initial Consultation;Business Plan
Development;Networking/referrals;Loan
Facilitation
2.5 0 0 2.5 0 0 0 0
Mobile Summer camp Other Pre-start planning Internet Saint Paul West Saint Paul Client seeking help with business plan and
next steps for mobile day camp business Initial Consultation;Business Plan Development 1.5 1.5 0 0 0 1 1 1
Playground Café Food Pre-start planning Municipality Saint Paul West Saint Paul Business Plan Development and Loan
Request for a Playground Cafe Business Plan Development;Initial Consultation 6.5 0 0 6.5 0 0 0 1
eCommerce Coffee Retail Start-up Web West Saint Paul West Saint Paul Continued work on clients new business start
and loan request
Business Plan Development;Cash Flow Analysis &
Projections;Other Loan Related 7 7 0 0 0 1 1 1
Brewery / Taproom Service Existing -
Opportunity Municipality West Saint Paul West Saint Paul Assistance provided to help facilitate loan
capital through bank partnership
Cash Flow Analysis & Projections;General business
issues/guidance;Loan Facilitation 7 7 0 0 0 0 0 0
Housing consultation Service Start-up Other West Saint Paul West Saint Paul
Client is starting a housing connection
services for unhoused individuals. Seeking
help with financing & business planning
Initial Consultation;Business Plan
Development;Strategic planning;Loan Facilitation 2.5 0 0 0 2.5 1 1 1
Play Cafe Retail Pre-start planning Municipality West Saint Paul West Saint Paul
Client is in early stages f business
development for a play cafe in WSP. Advising
provided on financing, business planning,
and research.
Initial Consultation;Business Plan
Development;Networking/referrals;Other Loan
Related
3 0 0 0 3 0 0 0
Tobacco Shop Retail Pre-start planning Municipality Apple Valley Client is seeking assistance with city
approvals for his new business in apple valley Initial Consultation;Regulatory assistance 1 0 0 1 0 0 0 0
Clothing & resale Retail Existing -
Opportunity Other Eagan Webinar attendee Marketing 1 1 0 0 0 0 0 0
Fitness Health / Fitness Start-up Internet Eagan
Client is looking to open a gym in a few
locations throughout the metro area. Seeking
funding and low cost capital
Initial Consultation;Financial Management
Assistance;Other Loan Related 2 0 0 2 0 0 0 0
Health Food Store Retail Existing -
Opportunity Municipality Hastings Webinar attendee Marketing 1 1 0 0 0 0 0 0
Custom gun retailer Retail Existing -
Opportunity Municipality Hastings Webinar attendee Marketing 1 1 0 0 0 0 0 0
Barbershop Service Existing -
Opportunity
MCCD
Community
Partner
South Saint Paul Client has a barbershop and is looking for
marketing ideas and also a loan.
Initial Consultation;Marketing;General business
issues/guidance 1 0 0 0 1 1 1 0
Cuban restaurant Food Existing -
Challenged Municipality West Saint Paul
Client seeking TA and guidance with City of
WSP for support with her business during
construction
Initial Consultation;Business Plan
Development;Networking/referrals 3 0 0 3 0 0 1 1
Cuban restaurant Food Existing -
Challenged Municipality West Saint Paul Client was experiencing issues related to
road construction in from of her business Networking/referrals 1 0 0 1 0 0 1 1
SUBTOTAL 1265 382 300 293 290 $ 751,362 $ 3,166,022 $ 604,135 63 86 82
PROGRAM HOURS 774 159 213 223 179
CREDIT BUILDER LOANS $ 720
ANNUAL TOTALS 2039 541 513 516 469 $ 751,362 $ 3,166,022 $ 604,855 63 86 82